Citizens · 6 hours ago
PB Client Relations Manager
West Palm Beach, FL
Full-time
Onsite
Mid, Senior Level
5+ years expCitizens is a leading financial institution focused on Wealth Management and Business Banking. The Client Relations Manager role involves assisting clients with the loan application process, managing the loan pipeline, and responding to client inquiries to ensure a seamless experience post-loan close.
BankingCredit CardsFinancial ServicesFinTechRetail
Responsibilities
Assist with fielding prospects, including taking introductory meetings and providing rates when the Relationship Manager is not available
Firm understanding of Relationship Manager's clientele and product specialty
Routinely reviews existing client base for deposit opportunities and prospects
Respond to client inquiries and servicing requests in a timely manner (response within 30 minutes, solution within 1-2 business days, varying on complexity)
Assists their respective relationship manager with coordinating client meetings, events, and gifts
Manages the active loan pipeline, assisting the client from the preapproval stage, through underwriting, closing, and post close
Pre-qualifications and documentation analysis for prospective clients
Answering questions about Initial Loan Estimate
Working closely with the Lending Specialist to obtain additional needed documentation
Working closely with their Private Banker to obtain additional documentation for deposit relationship opening, ensuring this is completed in the pre-approval stage
Coordinating with escrow to schedule their loan closing post approval and assisting with client's down payment to escrow
Answering client questions on closing disclosure and loan documents
Ensuring client is set up with online tools for viewing and managing their mortgage
Field deposit related operation requests, including wires and transfers, assistance with online banking support, obtaining statements and tax documents, research requests, and more
Assist with preparing pre-approval letters, commitment letters, term sheets, and/or letters of intent
Qualification
Required
Demonstrated track record of managing the lending process from open to close
Preferred
5+ years of experience with private bank clients in supporting relationship manager activities, preferred
Bachelors degree preferred
Preferred specialized knowledge of residential lending analysis for sophisticated clients
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
2026-01-22
Talk Business & Politics
2026-01-19
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